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Truist Financial 5.25 Perp Pf shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of Truist Financial 5.25 Perp Pf (TFC.PO) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in Truist Financial 5.25 Perp Pf

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All positions including Truist Financial 5.25 Perp Pf held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial 5.25 Perp Pf by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 50k 22.23
2023-09-30 $1.2M 58k 21.25

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Top funds holding Truist Financial 5.25 Perp Pf

Bartlett & Co.
Whalerock Point Partners
Thompson Investment Management
Pnc Financial Services

View all funds holding Truist Financial 5.25 Perp Pf